1910 Cochran Road,,
Manor Oak Two, Suite 103,
As a boutique investment advisory firm, DWD combines experience with flexibility to help corporations and non-profit organizations extend their in-house investment capabilities. Depending on short- or long-term service needs, we offer specialized services to support your operations.
We’ve been fiduciaries to institutional plans as well as individuals since our inception in 1994. Our principled approach assures that the best interest of each client is paramount in every decision we make.
Investment Policy Statement ... to document the objectives, processes and criteria for managing the portfolio and its investments
Asset Allocation Modeling ... to determine the portfolio structure that meets your organizations risk and return objectives
Manager/Fund Search & Selection ... to objectively evaluate managers that meet policy criteria and work best together
Investment Analysis ... to provide third-party oversight and recommendations
Performance Measurement & Reporting ... to offer unbiased and complete reporting of portfolio returns, on both an absolute basis and relative to objectives
Portfolio Management... to manage assets within parameters of the portfolio's investment policy statement to meet objectives
Plan Investment Guidance ... to assist in the development and maintenance of the overall structure of your organization's qualified plan